Trusted by
Brad Barrett

Co-founder and Host, Choose FI

How does the consult work?

When you click the button and schedule your plan, we’ll give you a call at the time you choose. Once you book, you’ll get a link to fill out our consult form.

We boldly claim that we tend to save clients a ton of money by correcting repayment mistakes. Here are a few examples:

  • Public health dentist was on the wrong repayment plan for PSLF and made a tax filing mistake. Projected Cost: $50,000
  • Private practice associate thought she needed to refinance when she had another option. Projected Cost: $90,000
  • Dental practce owner incorrectly believed his payments could not be reduced because of his high income. Projected Cost: $80,000

During the first 15 min of the call, we get to know your goals.

Then, we’ll spend about 30 minutes discussing our analysis and ensuring you understand the pros and cons of all your available repayment options.

In the last 15 minutes, we review action steps and ensure you understand how to achieve the recommended changes in your strategy.

What is the cost?

We're not trying to sell $10,000 financial plans around here.
In fact, many fiduciary financial planners refer their clients to us because all we do is specialize in complex student loan analysis.

Choose FI fans get $100 OFF our price of $595, making it a one-time fee of $495.

We include 6 months of follow-up questions via email at no additional cost. That way, you can ask questions and not feel like you're on the clock.

What's the Cost if You Don't Use Our Service?

At a minimum, it's hours spent learning and applying student loan rules that you could've used to do something else.

If you get paid at least $20 an hour or prefer to spend your precious time efficiently, the service pays for itself pretty easily in time saved. For 90% of our clients, we find a five—to six-figure mistake in how they were managing their student debt.

Latest Reviews

Here are the latest reviews that have come in from clients. These are independently verified reviews from Shopper Approved, one of Google’s partners that has a stringent verification process. Want proof? Here’s the link to see for yourself.

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